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Processing Orders

Sales Orders Sales Orders (List)

You can process multiple orders simultaneously from this screen. You can choose to: Print Pic...

Updated 11 months ago by Mike

Removing VAT from a Sales Order Line in the POS

EPoS Adding a New Sales Order in the EPoS

Click or tap on the line that you wish to edit, then choose to Remove VAT. It will be possible...

Updated 11 months ago by Mike

Cost Prices

General Stock Management

This page outlines the way in which Cost Prices are managed, both against individual units of sto...

Updated 11 months ago by Mike

Sales by User

Sales Reports

Old report, since migrated to Performance by User.

Updated 11 months ago by Mike

Sales by Department

Sales Reports

This report will show a breakdown of company-wide sales within a given period; the value of sales...

Updated 11 months ago by Mike

Made to Order

Sales Reports

This report will show a breakdown of company-wide sales of Made to Order products within a given ...

Updated 11 months ago by Mike

FAQs

Sales Reports

Sales and Revenue What is a 'Sale'? The Sales Reports report on revenue generated on a specific...

Updated 11 months ago by Mike

User Management

Update Users

Use this screen to setup or edit new users.  Setup User Details Field Purpose ...

Updated 11 months ago by Mike

Search Log

Other Reports

This report will show you Site Searches made within a given period.  Unsuccessful searches are h...

Updated 11 months ago by Mike

Notes by User

Other Reports

This report shows a summary of notes by User.  This is a summary of the Tasks within the CRM.  ...

Updated 11 months ago by Mike

Stock Reservation

General Stock Management

Stock Reservation prevents automated processes from over-allocating a unit of stock However, it ...

Updated 11 months ago by Mike

Pay with Deposit

Checkout

If enabled, the customer will be able to Pay with Deposit for any order for any order over a mini...

Updated 11 months ago by Mike

Audit History

Sales Orders Sales Orders (Detail)

The audit history shows a log of all actions taken on a Sales Order, along with a timestamp and...

Updated 11 months ago by Mike

Order Notes

Sales Orders Sales Orders (Detail)

A user may add notes to a Sales Order here.  Use the controls to add a note or a task. Email ...

Updated 11 months ago by Mike

Balance

Sales Orders Sales Orders (Detail)

This will show a complete breakdown of the Sales Order VAT content, with additional detail on t...

Updated 11 months ago by Mike

Apply Discounts

Sales Orders Sales Orders (Detail)

Use this button to add a new manual discount to a Sales order. Promo Code Enter a valid promo...

Updated 11 months ago by Mike

Delivery Information

Sales Orders Sales Orders (Detail)

Edit delivery information here. Same as billing This will copy the billing address to the del...

Updated 11 months ago by Mike

Apply Delivery

Sales Orders Sales Orders (Detail)

Use the controls in this section to add or change the delivery type associated with a Sales Ord...

Updated 11 months ago by Mike

Loyalty Scheme

General

The IXO Commerce loyalty scheme works on a simple basis. A registered customer will earn a certai...

Updated 11 months ago by Mike

FAQs

Sales Orders Sales Orders (Detail)

How can I find the profit margin on a Sales Order? Look in the Order Details section of the Sale...

Updated 11 months ago by Mike